Job Title: Administrative Assistant

Job Type: Part-time 20-30 hours/week; hybrid office/remote

Location: Washington, D.C. metro area (office in Reston, VA)

Our women-owned firm has been providing comprehensive, fee-based wealth management and financial planning services to business owners, professionals, and families throughout the United States for over 20 years. We specialize in working with these individuals on a one-on-one basis to develop and implement highly customized financial plans that account for each client’s financial and personal goals.

You value a small team environment and appreciate having flexibility around your work hours and location.

You are highly organized, detail oriented and a pro at managing competing priorities.

You are very effective at managing projects and tracking their progress with an eye on deadlines.

You are someone who is collaborative and appreciates both learning from and teaching other team members.

You are professional, an excellent communicator, and extremely reliable.

You can work independently and figure things out on your own when needed, and no job is too small for you.

You enjoy learning, have the aptitude to learn new things quickly, and you are self-motivated when it comes to personal performance.

· Calls clients to assist with servicing or scheduling requests

· Ensures client meeting notes and presentation materials are logged in our CRM system in an accurate and timely manner

· Sends out meeting confirmations and ensures all correspondence is correctly filed within the CRM system

· Welcomes clients when they arrive for in person meetings and offers refreshments (as desired by client)

· Prepares marketing/advertising materials and coordinates with home office as needed

· Prepares holiday gifts for clients (gift selection, coordination with vendor, compiling of addresses and tracking of deliveries)

· Oversees mail – inbound and outbound – and coordinates with compliance as needed

· Coordinates with office vendors, such as Iron Mountain, Canon, FedEx and Comcast

· Manages and completes orders for office inventory in a timely manner

· Coordinates with building management on repairs or other items needed for our suite

· Serves as the primary point of contact regarding IT projects, new software and issues that arise

· Organizes team events

· Assists other team members with projects and paperwork on an as-needed basis

· 2 days per week in office (Reston, VA) is required; available to work a minimum of 4 workdays per week

· 2 years of experience in a professional office in an administrative capacity

· 2 years in a client-focused, professional environment

· Strong MS Office experience and ability to learn new software/tools; knowledge of CRM systems and DocuSign preferred

· A college degree is strongly preferred

A salary commensurate with prior experience, paid vacation, and holidays. Bonuses are also available based on both team and personal performance.

Job Type: Part-time

Pay: $25.00 - $30.00 per hour

Expected hours: 20 – 30 per week

Benefits:

• Paid time off

Schedule:

• Day shift
• Monday to Friday

Education:

• Associate (Required)

Experience:

• Client services: 2 years (Preferred)
• Communication skills: 5 years (Preferred)
• Administrative: 2 years (Required)

Ability to Commute:

• Reston, VA 20190 (Required)

Work Location: Hybrid remote in Reston, VA 20190